Recent developments in AI and Investment Implications
The presentation discussed the rise of artificial intelligence and its implications. Rajeev Thakkar gave an overview of AI, from its early forms to modern large language models and generative AI. ...While AI has made great strides in tasks like vision, speech recognition and language processing, debates continue on whether machines have truly achieved human-like intelligence.
Recent developments in AI and Investment Implications
The presentation discussed the rise of artificial intelligence and its implications. Rajeev Thakkar gave an overview of AI, from its early forms to modern large language models and generative AI. ...While AI has made great strides in tasks like vision, speech recognition and language processing, debates continue on whether machines have truly achieved human-like intelligence.
Navigating the Smallcap Landscape: Opportunity and Challenges
In recent years, the Smallcap sector has garnered significant attention. This presentation employs a data-driven perspective to delve into the Indian smallcap equity market. We aim to determine if there's ...a genuine opportunity within this segment and, if so, explore the challenges in capitalizing on that opportunity.
Timestamp:
00:00 - Intro
01:05 - Smallcap Profit and Market Pool
03:45 - Smallcap vs. Largecap Index Performance
05:06 - Academic Research on Smallcap Size Premium
08:13 - Smallcap Index - Selling Winners Early
12:08 - Smallcaps have higher Junk Stocks
12:46 - Smallcap Junk stocks are more illiquid
13:36 - Smallcaps with Junk stocks can deliver good returns
16:25 - Smallcaps have more severe drawdowns
18:06 - Smallcap multiples can be very cyclical
19:14 - Smallcap liquidity can dry up during bad markets
20:31 - Possible reasons why Smallcaps have higher downside
23:21 - Inflows into Active MFs have been skewed towards Smallcaps
25:50 - Relative and Absolute Valuation of Smallcaps right now
29:18 - Q&As[+] Show More
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Stepping Into The Footwear Industry
This video attempts to provide an understanding of the various aspects of the footwear industry. It highlights the similarities as well as the differences between some of larger listed and ...unlisted players within the country.
Research Analyst Yashodhan Nerurkar speaks about the different aspects of the Wealth Management industry & discusses the players, the business models & where the industry is heading towards with the ...introduction of fintechs and robo advisors.
Timestamps:
00:00 - Speaker's Intro
00:46 - Introduction
04:12 - Primer and history of Wealth Management Industry
09:30 - Functions of a wealth manager
10:30 - Trends in wealth management industry
28:10 - Indian Wealth Management Industry
30:27 - Types of wealth managers
32:15 - M&A Transactions
33:59 - Business Model
35:44 - Business economics
40:07 - Return metrics across the world
41:16 - Valuations and funding
44:16 - Future of wealth management industry
45:40 - Q&A[+] Show More
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Understanding the Agri-Inputs Industry
This video is an attempt to break-down and understand the Agri-Inputs Industry. Abhishek Goenka - Equity Research Analyst, talks about the various sub-segments, product value chain & key drivers. Also ...talks about current global scenario of Agro-chemicals and major players in the Agri-Inputs industry.
Timestamp:
00:42 - Intro
00:43 - Introduction to Agri Economy
04:43 - Fertilizer Industry
10:18 - Budget & Reform Initiative in Fertilizer Industry
15:30 - Competitive Players in Fertilizer Industry
18:20 - Introduction & Value Chain of Agrochemicals Industry
20:23 - Global Trend in Ago-Chemicals
27:00 - Regulations & Peer Analysis of Agrochemicals Industry
30:44 - Fertilizer Vs Agro-Chemicals on various parameters
34:19 - Basics of Seeds Segment
38:02 - Product Life Cycle
41:19 - About Kaveri Seeds Ltd
47:02 - Q&A Session[+] Show More
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Decoding the Real Estate sector
Real estate sector, once a fancy of the market, obviously known for its notorious past, Research Analyst Yashodhan Nerurkar interviews Mr. Adwait Kasbekar to simplify the various nuances of this ...sector & discuss the progress this sector has made over the past decade.
Mansi Kariya describes the various options available in the Fixed Income space, current market scenario and explains why Debt Mutual Funds will still remain relevant for the investors.
“PSU’s can be a hit & miss while investing. PPFAS Mutual Fund CIO, Rajeev Thakkar walks us through various aspects while studying government owned businesses in India.”
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Decoding Plastic Pipes industry in India
In this video, Raj Mehta gives an overview of the Plastic Pipes Industry of India and their evolution. This is the 3rd part of the Building materials series (1st part ...being tiles industry and 2nd being paints industry). He talks about various product categories as well as the major players & their strategies. He also talks about what can be the competitive advantages for any player in the industry.
Disclaimer: Since this industry is largely unorganized and it is difficult to get authentic industry data. Sources for all the data have been mentioned below the charts.
From Mad Men to Mad Tech, the Digital Advertising industry has seen a remarkable growth & evolution in the past decades. Fund Manager Raunak Onkar, walks us through these changes.
Please ...note that the audio has been muted from 2:58 to 3:47 due to copyrights.[+] Show More
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NeoBanks - Future of Banking
In this video we discuss how the Banking Industry has evolved globally, Concept of NeoBanks and try to understand if they are ready to overtake traditional banks.
The hospital industry is emerging rapidly due to progression in technology, increasing penetration in health insurance and growth in various lifestyle diseases across the country. Existing hospital chains are attracting ...fresh investment from domestic as well as international players to fund expansion in terms of investment in next-generation tools for diagnosis, geographical expansion, with a focus to provide world class medical care at affordable cost.[+] Show More